customer-advocacy

name	customer-advocacy
description	Customer advocacy program design - advocate identification, reference orchestration, case study pipeline, community amplification, and influence-to-revenue attribution. Use when: customer advocacy, customer reference program, case study program, advocate identification, customer marketing, peer review acceleration, G2 / Gartner Peer Insights, customer-led growth, reference architecture.

Customer Advocacy (AMPLIFY Framework)

Design a customer advocacy program that converts happy customers into a predictable supply of references, case studies, peer reviews, and community influence - and ties advocacy activity back to pipeline. AMPLIFY replaces ad-hoc "can you do a quote?" asks with a structured advocate pipeline and an attribution model that earns the program ongoing investment.

Core Principle

Advocacy is a supply chain, not a favor. Most advocacy programs starve sales of references because they rely on relationship taps instead of a managed pipeline. AMPLIFY treats advocates like inventory: sourced, qualified, activated, replenished, and attributed.

The AMPLIFY Framework

Letter	Stage	The Question
A	Advocate Identification	Who qualifies, and how is the candidate pool sourced continuously?
M	Motion Design	Which advocacy motions are in scope (reference, case study, review, speaker, community)?
P	Program Mechanics	What's the recruitment, onboarding, and reward design?
L	Library & Inventory	How is the advocate inventory tracked, and what's the SLA for sales requests?
I	Influence-to-Revenue	How is advocacy activity attributed to pipeline and revenue?
F	Feedback Loop	How is fatigue managed and the candidate pool replenished?
Y	Yield Optimization	Which motions and segments produce the highest influence per ask?

Advocate Qualification

Not every happy customer qualifies. A useful candidate has:

Dimension	Signal
Outcome proof	Quantified business result (revenue, cost, time)
Stakeholder fit	Named champion willing and authorized to be public
Brand fit	Customer logo aligns with target ICP segments
Reciprocity readiness	Willing to participate in ≥ 1 motion per quarter
Health stability	Health score green; no active risk plays

Advocacy Motion Catalog

Motion	Effort to Customer	Sales Influence	Marketing Influence
Sales reference call	30 min	Very High	Low
Written case study	2-4 hours	High	High
Video testimonial	1-2 hours	Medium	Very High
Peer review (G2 / Gartner)	15 min	Medium	High
Conference speaker	High	Medium	Very High
Community AMA / panel	1 hour	Low	High
Quote / blurb	10 min	Low	Medium

Design the program so high-effort motions are reserved for top-tier advocates and entry motions (review, quote) onboard new candidates.

Reward Design

Rewards should be professional capital first, perks second.

Reward Type	Example
Professional capital	Speaker slots, byline articles, customer-advisory-board seat
Access	Roadmap influence, early access to features, exec relationships
Recognition	Awards, MVP designations, named cohorts
Perks	Swag, gift cards, event invites

Library & Inventory Discipline

The advocate library must answer four sales questions in under 2 minutes:

1. Who can speak to outcome X?
2. Who is in industry Y at size Z?
3. Who has not been asked in the last N days?
4. Who is currently in a risk play and must not be asked?

Influence-to-Revenue Attribution

Attribution Lens	Definition
Reference-influenced deals	Opportunities that received ≥ 1 reference touch, win-rate uplift vs control
Asset-attributed pipeline	Pipeline tagged to a case study, video, or review
Advocate-sourced pipeline	Net-new logos sourced from advocate referrals
Renewal influence	Renewals with advocacy participation, retention uplift vs control

Output

Save to outputs/customer-advocacy-[motion]-[YYYY-MM-DD].md

Artifact	Description
Qualification Rubric	Criteria + scoring for advocate candidates
Motion Catalog	Named motions with effort, reward, and segment fit
Recruitment Funnel	Stages from candidate → advocate → active contributor
Reward System	Tiered rewards mapped to motion participation
Advocate Library Schema	Fields, SLA for sales requests, fatigue rules
Attribution Model	Tagging spec + uplift measurement design
Pipeline Dashboard	Active advocates by motion / segment, fatigue heatmap, request SLA performance

Process

1. Define qualification with a written rubric - not vibes
2. Pick motions matched to current GTM needs; don't try to run all seven at once
3. Design the reward system with professional capital as the lead category
4. Stand up the library with disciplined fatigue and request SLAs
5. Build attribution tagging before launching motions, not after
6. Run yield analysis quarterly and rotate motions / segments

Tips

1. Cap asks per advocate per quarter - fatigue silently destroys advocate programs
2. Tier rewards so entry motions are easy to participate in
3. Never ask an at-risk customer to advocate - coordinate with CS
4. Sales SLA on references is the program's most visible KPI
5. Case study production is a pipeline, not a one-off project

Pairs With

• customer-success - Source of qualified candidates and health gating
• community-catalyst - Hosts and amplifies advocacy motions
• enablement-forge - Produces the case study and reference assets
• demand-engine - Distributes advocacy assets across channels